U.S. Small Cap Value & Growth ETFs

Components Performance/Risk
Period Return
22.4%
Return Rank
Above Average
Risk Exposure
Average Risk

Benchmarked against the Russell 2000 Index ETF Vanguard , our Small Cap Value & Growth  ETF selection compares the two well-known investment styles for small-cap companies, in terms of performance and of volatility (risk exposure)

The small cap indices tracked by the funds vary in depth of coverage

  • the S&P600 constituents come after the 900 largest securities (901-1500)
  • the Russell 2000 constituents come afer the top 1000 securities (1001-3000)

The analysis may be of special relevance in uncertain times

Style rotation is indicative of consensus views on market trends and you may note changing perceptions over time by adjusting the reference periods on the toolbar

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares S&P Small-Cap 600 Value ETF IJS US EquitySmallCap Value132.7923.8% Neutral Average Risk
First Trust Small Cap Value AlphaDEX Fund FYT US EquitySmallCap Value70.0333.7% Neutral Average Risk
SPDR® S&P 600™ Small Cap Value ETF SLYV US EquitySmallCap Value105.9524.2% Neutral Average Risk
Vanguard Small-Cap Value ETF VBR US EquitySmallCap Value243.4422.4% Neutral Below Average
Vanguard Russell 2000 Value ETF VTWV US EquitySmallCap Value188.8725.2% Neutral Average Risk
Invesco S&P SmallCap 600® Pure Value ETF RZV US EquitySmallCap Value144.1226.9% Neutral Average Risk
iShares Morningstar Small-Cap Value ETF ISCV US EquitySmallCap Value78.5222.7% Neutral Below Average
Vanguard S&P Small-Cap 600 Value ETF VIOV US EquitySmallCap Value114.2024.4% Neutral Average Risk
iShares S&P Small-Cap 600 Growth ETF IJT US EquitySmallCap Growth164.3419.6% Neutral Average Risk
First Trust Small Cap Growth AlphaDEX Fund FYC US EquitySmallCap Growth114.0320.4% Neutral Above Average
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